Financial Advisors and Planners

Mid-Maine Chamber of Commerce has 10 members in this list

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Amerprise Financial
2 Skyline Dr.
Jay
207-897-5869

Financial advisor of Ameriprise Financial. 

Choice Wealth Advisors
325D Kennedy Memorial Drive
Waterville
(207) 873-0996

Located in Waterville, Maine near the banks of the Kennebec River, Choice Wealth Advisors provides wealth management advisory services, retirement income planning, trust and nonprofit endowment management and alternative investments to families, businesses and nonprofits throughout the state of Maine. Our team has more than 50 years of combined experience within the financial services industry. All are active community members and natives of Maine. Our approach is inviting, helpful, compassionate, comprehensive and confidential. Financial Investment Services Include: Diversified Asset Allocation & Portfolio Management Wealth Management Advisory Services Retirement Income Planning Trust & Nonprofit Endowment Management Alternative Investments Family Protection: Insurance, Estate & Trust Planning Tax & Legacy Planning Small Business Succession Planning

Dirigo Wealth Management
46 First Park Drive, Ste. B
Oakland
(207) 707-7346

Our goal is to provide our clients with trust and confidence throughout their Bench of Life. We strive to be there for them and stay a step ahead of where they want to be in life. As an independent firm, we do not focus on particular products or platforms.

Edward Jones Investments - Luke Rodrigue
295 Kennedy Memorial Drive Suite 5, Waterville, ME 04901
Waterville
(207) 872-4510

Luke C Rodrigue, AAMS® 295 Kennedy Memorial Drive Suite 5, Waterville, ME 04901 Office Information Office InformationLocation 295 Kennedy Memorial Drive Suite 5 Waterville, ME 04901 Branch Team Carrie Hapworth Sr. Branch Office Administrator Request appointment Contact Me Contact Methods Phone: (207) 872-4510 Ask a Question Refer a Friend How We Work Together As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Four Seasons Financial
10 Water St. Suite 113C
Waterville
207 660 4506
Four Seasons Wealth Strategies
88 Main Street, Suite 205 (Downtown Crossing)
Waterville
(207) 872-6925
Golden Pond Wealth Management
129 Silver Street
Waterville
(207) 873-2200
Lisa Pomerleau, LPL Financial Advisor
70 Main Street Suite 300
Waterville
207-830-4590

LPL Financial offers innovative tools, unique market insights and personalized solutions.

LPL is your partner for whatever your future holds.

Michael Roderigue Financial Services
43 Western Avenue
Fairfield
(207) 453-5200
Prime Financial, Inc.
753 W River Road
Waterville
(207) 877-9450

Prime Financial, Inc. is a well-established, service-driven financial firm based in Maine, providing solutions for more than 30 years to individuals, families, and business owners across the country. Whether you’re planning for retirement, managing investments, or organizing your financial life, we offer a high-touch experience rooted in responsiveness, transparency, and trust. When you reach out, you connect directly with our team. No call centers. No layers of complexity. Just thoughtful guidance, clear communication, and a relationship that grows with you. Together, we’ll protect your future with confidence.

logo with text 1000pxFor more information on becoming a member or the events and offerings of the Mid-Maine Chamber, please contact:

(207) 873-3315

customerservice@midmainechamber.com

 

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Mid-Maine Chamber of Commerce
50 Elm Street
Waterville, ME 04901

207.873.3315

CustomerService@MidMaineChamber.com

U.S. Chamber of Commerce Member